Video Library
Schedule a meeting with a member of our advisory team
Video Library
Meet Cari Shapiro, CPA — Senior Accountant at Omni 360 Advisors
Accounting in the jewelry industry comes with unique challenges.
𝐌𝐞𝐞𝐭 𝐉𝐢𝐦 𝐂𝐨𝐥𝐢𝐭𝐬𝐚𝐬 – 𝐏𝐚𝐫𝐭𝐧𝐞𝐫, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 & 𝐓𝐚𝐱 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭 𝐚𝐭 𝐎𝐦𝐧𝐢𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Jim is passionate about making a positive impact both professionally and within his community. Over the years, he has supported ...
Meet Linda Farinola, Partner, Team Leader, and Founder of Omni 360 Wealth, Inc.
Since joining the broader Omni organization in 2010, Linda has brought decades of expertise in investment portfolio management ...
𝐖𝐢𝐥𝐥𝐬, 𝐓𝐫𝐮𝐬𝐭 𝐚𝐧𝐝 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐖𝐞𝐛𝐢𝐧𝐚𝐫
Bryan's Current Event Market Update
There's been a lot of movement in the markets recently driven by developments in AI, geopolitics, and oil prices. I wanted to share ...
𝐌𝐞𝐞𝐭 𝐄𝐯𝐚 — 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐥 𝐋𝐢𝐚𝐢𝐬𝐨𝐧 𝐚𝐭 𝐎𝐦𝐧𝐢 𝟑𝟔𝟎 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬
Eva plays a key role in supporting our legal team and ensuring a smooth client experience. As our dedicated Legal Client Liaison, ...
Do you have goals? #shorts
Think of a financial plan as your personal money roadmap — guiding you from where you are now to where you want to be.
𝐆𝐞𝐭 𝐓𝐨 𝐊𝐧𝐨𝐰 𝐊𝐞𝐥𝐥𝐞𝐲 𝐌𝐮𝐥𝐫𝐢𝐧𝐞
Have you met Kelley Mulrine? Listen to her talk about all the hats she wears at Omni 360. If you come in the office, ...
Time is Your Biggest Asset
Hear Bryan explain about the importance of investing early.
Corporate Tranparency Act
In this 14-minute video, Attorney Siobhan Kinealy, Esq. of Omni Legacy Law & Omni 360 Advisors explains the key aspects of the ...
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs
The years between retirement and required minimum distributions can create valuable tax-planning opportunities. Learn how Roth conversions, capital gains, charitable giving, and income timing may fit into a coordinated retirement strategy. Retirement is often viewed as the point when financial planning becomes ...
<p>The post The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed
An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...
<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
